Gupta Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Gupta Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$146K	Hold	3,000	–	–	0.03%	283
2015 Q4	$146K	Hold	3,000	–	–	0.04%	284
2015 Q3	$146K	Sell	3,000 -4,000	-57%	-$194K	0.04%	289
2015 Q2	$340K	Buy	7,000 +2,950	+73%	+$143K	0.08%	187
2015 Q1	$197K	Buy	+4,050	New	+$197K	0.06%	219

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gupta Wealth Management's SHM Position: Q1 2016 in Review

Gupta Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q1 2016 at 3,000 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #283.

Gupta Wealth Management first reported a position in SHM in Q1 2015 and has held it in 5 quarters since. The position peaked at $340K in Q2 2015. 215 funds tracked by Wall St. Rank hold SHM as of Q1 2016.

Gupta Wealth Management held 3,000 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $146K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q1 2016.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #283 holding.
Gupta Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $340K in Q2 2015.
215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.